Filed: 2/14/2025ACC: 0001172661-25-000924
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 897 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
897
Positions
$2.09B
Total AUM (reported)
24.04M
Total Shares
Allocation by class
COM$1.25B59.9%
TOTAL STK MKT$91.27M4.4%
CL A$86.99M4.2%
SPONSORED ADR$50.77M2.4%
CAP STK CL A$42.26M2.0%
SPONSORED ADS$40.57M1.9%
TR UNIT$36.31M1.7%
Portfolio Concentration
Top 3$353.79M17.0%
4–10$346.44M16.6%
11–25$243.32M11.7%
Rest$1.14B54.8%
Top 3 weight
17.0%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 24.04M
Sole
Full voting authority
5.73M
shares
% of voting shares23.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.31M
shares
% of voting shares76.2%
Investment Discretion (by position count)
Sole735
Shared0
Other162
Dominant voting typeNone · 76.2% of voting shares
Institutional Holdings897
Rows:
APPLE INC
OTRShares661.82K
TypeSH
Market value$165.73M
7.95%
Sole
271.56K
Shared
0.00
None
390.26K
MICROSOFT CORP
SOLEShares229.62K
TypeSH
Market value$96.78M
4.64%
Sole
45.14K
Shared
0.00
None
184.48K
VANGUARD INDEX FDS
SOLEShares314.94K
TypeSH
Market value$91.27M
4.38%
Sole
300.40K
Shared
0.00
None
14.54K
NVIDIA CORPORATION
SOLEShares677.91K
TypeSH
Market value$91.04M
4.36%
Sole
75.83K
Shared
0.00
None
602.09K
AMAZON COM INC
OTRShares326.04K
TypeSH
Market value$71.53M
3.43%
Sole
90.90K
Shared
0.00
None
235.14K
ALPHABET INC
OTRShares223.27K
TypeSH
Market value$42.26M
2.03%
Sole
27.97K
Shared
0.00
None
195.29K
META PLATFORMS INC
OTRShares66.97K
TypeSH
Market value$39.21M
1.88%
Sole
9.63K
Shared
0.00
None
57.34K
SPDR S&P 500 ETF TR
SOLEShares61.96K
TypeSH
Market value$36.31M
1.74%
Sole
52.81K
Shared
0.00
None
9.15K
VANGUARD TAX-MANAGED FDS
SOLEShares732.40K
TypeSH
Market value$35.02M
1.68%
Sole
713.20K
Shared
0.00
None
19.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares264.44K
TypeSH
Market value$31.07M
1.49%
Sole
191.81K
Shared
0.00
None
72.63K
TESLA INC
SOLEShares55.28K
TypeSH
Market value$22.32M
1.07%
Sole
6.73K
Shared
0.00
None
48.55K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares108.47K
TypeSH
Market value$21.42M
1.03%
Sole
3K
Shared
0.00
None
105.47K
JPMORGAN CHASE & CO.
SOLEShares88.49K
TypeSH
Market value$21.21M
1.02%
Sole
9.64K
Shared
0.00
None
78.85K
NETFLIX INC
SOLEShares22.50K
TypeSH
Market value$20.06M
0.96%
Sole
11.71K
Shared
0.00
None
10.79K
BROADCOM INC
SOLEShares84.66K
TypeSH
Market value$19.63M
0.94%
Sole
4.42K
Shared
0.00
None
80.24K
ELI LILLY & CO
OTRShares24.23K
TypeSH
Market value$18.71M
0.90%
Sole
1.58K
Shared
0.00
None
22.65K
VISA INC
OTRShares53.56K
TypeSH
Market value$16.93M
0.81%
Sole
2.49K
Shared
0.00
None
51.06K
ALPHABET INC
SOLEShares88.42K
TypeSH
Market value$16.84M
0.81%
Sole
15.69K
Shared
0.00
None
72.73K
COMMERCIAL METALS CO
SOLEShares287.21K
TypeSH
Market value$14.25M
0.68%
Sole
222.97K
Shared
0.00
None
64.25K
COSTCO WHSL CORP NEW
OTRShares13.88K
TypeSH
Market value$12.72M
0.61%
Sole
2.97K
Shared
0.00
None
10.91K
MASTERCARD INCORPORATED
OTRShares23.37K
TypeSH
Market value$12.30M
0.59%
Sole
662.00
Shared
0.00
None
22.70K
MERCK & CO INC
OTRShares123.16K
TypeSH
Market value$12.25M
0.59%
Sole
42.62K
Shared
0.00
None
80.54K
HOME DEPOT INC
OTRShares30.34K
TypeSH
Market value$11.80M
0.57%
Sole
4.53K
Shared
0.00
None
25.81K
UNITEDHEALTH GROUP INC
SOLEShares22.74K
TypeSH
Market value$11.50M
0.55%
Sole
1.42K
Shared
0.00
None
21.32K
ISHARES TR
SOLEShares112.12K
TypeSH
Market value$11.38M
0.55%
Sole
112.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 661.82K | SH | $165.73M 7.95% | 271.56K | 0.00 | 390.26K |
MICROSOFT CORPSOLE | COM | 229.62K | SH | $96.78M 4.64% | 45.14K | 0.00 | 184.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 314.94K | SH | $91.27M 4.38% | 300.40K | 0.00 | 14.54K |
NVIDIA CORPORATIONSOLE | COM | 677.91K | SH | $91.04M 4.36% | 75.83K | 0.00 | 602.09K |
AMAZON COM INCOTR | COM | 326.04K | SH | $71.53M 3.43% | 90.90K | 0.00 | 235.14K |
ALPHABET INCOTR | CAP STK CL A | 223.27K | SH | $42.26M 2.03% | 27.97K | 0.00 | 195.29K |
META PLATFORMS INCOTR | CL A | 66.97K | SH | $39.21M 1.88% | 9.63K | 0.00 | 57.34K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 61.96K | SH | $36.31M 1.74% | 52.81K | 0.00 | 9.15K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 732.40K | SH | $35.02M 1.68% | 713.20K | 0.00 | 19.20K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 264.44K | SH | $31.07M 1.49% | 191.81K | 0.00 | 72.63K |
TESLA INCSOLE | COM | 55.28K | SH | $22.32M 1.07% | 6.73K | 0.00 | 48.55K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 108.47K | SH | $21.42M 1.03% | 3K | 0.00 | 105.47K |
JPMORGAN CHASE & CO.SOLE | COM | 88.49K | SH | $21.21M 1.02% | 9.64K | 0.00 | 78.85K |
NETFLIX INCSOLE | COM | 22.50K | SH | $20.06M 0.96% | 11.71K | 0.00 | 10.79K |
BROADCOM INCSOLE | COM | 84.66K | SH | $19.63M 0.94% | 4.42K | 0.00 | 80.24K |
ELI LILLY & COOTR | COM | 24.23K | SH | $18.71M 0.90% | 1.58K | 0.00 | 22.65K |
VISA INCOTR | COM CL A | 53.56K | SH | $16.93M 0.81% | 2.49K | 0.00 | 51.06K |
ALPHABET INCSOLE | CAP STK CL C | 88.42K | SH | $16.84M 0.81% | 15.69K | 0.00 | 72.73K |
COMMERCIAL METALS COSOLE | COM | 287.21K | SH | $14.25M 0.68% | 222.97K | 0.00 | 64.25K |
COSTCO WHSL CORP NEWOTR | COM | 13.88K | SH | $12.72M 0.61% | 2.97K | 0.00 | 10.91K |
MASTERCARD INCORPORATEDOTR | CL A | 23.37K | SH | $12.30M 0.59% | 662.00 | 0.00 | 22.70K |
MERCK & CO INCOTR | COM | 123.16K | SH | $12.25M 0.59% | 42.62K | 0.00 | 80.54K |
HOME DEPOT INCOTR | COM | 30.34K | SH | $11.80M 0.57% | 4.53K | 0.00 | 25.81K |
UNITEDHEALTH GROUP INCSOLE | COM | 22.74K | SH | $11.50M 0.55% | 1.42K | 0.00 | 21.32K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 112.12K | SH | $11.38M 0.55% | 112.12K | 0.00 | 0.00 |
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